B2P Mentoring works in conjunction with the AFSL HNW Planning Pty Ltd, who carry the license to authorise financial advisers. HNW Planning welcomes the opportunity to consider becoming the licensee for existing financial advisers who are wishing to change their licensee. Financial advisers who transfer to HNW Planning, however, will be required to undergo an accelerated familiarisation program to gain familiarity with the systems, procedures, software and culture of HNW Planning.
B2P supplies the Accelerated Familiarisation program, as well as two ongoing support programs aimed at advisers who have already completed a B2P Mentoring program.
The first is the Business Maintenance program, a less-intensive mentoring program designed to keep your financial planning business on track.
The second is the Business Improvement program, designed to extend the services and growth of an existing successful practice.